Bookkeeper/Accountant Resume Marion, IA - Hire IT People

SUMMARY:

Efficient and a fast learner.
Excelled with new software including Smart Office, QuickBooks, Tax Filing Software, and developing spreadsheets for interpretation of values.
Proficient in Office 2016, including PowerPoint and Excel as well as Word, and Access
Organized, direct, and good at following instruction.
Provided quarterly estimated taxes to agents at Confidential .
Maintained budget and still obtained the office supplies requested by agents at the office.
Works well with the public and in a professional manner.
HIPAA compliant in medical and financial services.
Provided tax service to insurance agents at Confidential including:
Providing estimated tax payments for quarterly tax as well as performing the calculations and submitting their tax payments.
Individual tax return preparation for clients
Accountant
Accounts Receivable
Accounts Payable
Payroll/ Human Resources

EXPERIENCE:

Confidential, Marion, IA

Bookkeeper/Accountant

Responsibilities:

Assisted with Payroll for approximately 12 companies
Was responsible for bookkeeping for many companies, including quarterly tax payments, as well as bank reconciliation.
Handled incoming client calls and walk - ins with efficiency and good manners.
Entered new clients into database and set them up, as well as past payroll entering, bookkeeping, and quarterly payment verification.

Confidential, Cedar Rapids, IA

Personal Assistant

Responsibilities:

Maintained good client relationships through follow-through on service work
Aided agents by assistance with prospecting and setting appointments
Continued commitment to excellent service by follow-up with the home office on all submittals of service work and new applications until received and delivered to clients.
Assisted in continued service for all office machinery and supplies allowing agents to focus on clients, not paperwork and maintenance.

Confidential, Cedar Rapids, IA

Release of Information Officer

Responsibilities:

Properly assisted customers with obtaining necessary medical records
Worked well with clients including:
Social Security Disability
Various Law Offices
Medical Providers
Individual People
Helped Confidential with employment by working so efficiently that Confidential did not need to hire the second employee.
Worked well at developing invoicing for various record requests
I used my time well with multi-tasking and dropped expected wait time for records from 2-3 weeks to 2-3 days.